| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 370,723 | $16.49M | $16.63M | $140,876.67 | 0.85% |
Annmarie Young KPP Advisory Services LLC | 280,651 | $12.04M | $12.59M | $544,280.39 | 4.52% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 50,028 | $2.03M | $2.24M | $209,334.14 | 10.29% |
John Hayes LongView Wealth Management | 269,258 | $9.25M | $12.08M | $2.83M | 30.59% |
Norden Group LLC NORDEN GROUP LLC | 28,188 | $1.03M | $1.26M | $236,480.45 | 23.01% |
Andrew Agosta Prosperity Financial Group, Inc. | 6,637 | $232,844.97 | $297,669.45 | $64,824.48 | 27.84% |
Elliot Kallen Prosperity Wealth Management, Inc. | 16,022 | $652,405.69 | $718,586.7 | $66,181.01 | 10.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 438,510 | $19.28M | $19.67M | $391,169.36 | 2.03% |
Jon Greer GSG Advisors LLC | 11,821 | $525,077.22 | $555,941.63 | $30,864.41 | 5.88% |
Kristy DeJarnette Financial Security Advisor, Inc. | 260,075 | $8.97M | $12.23M | $3.26M | 36.34% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 138,348 | $5.4M | $6.2M | $802,550.92 | 14.86% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,730 | $280,805.64 | $301,840.5 | $21,034.86 | 7.49% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1.01M | $43.93M | $45.39M | $1.46M | 3.33% |
Teresa Douberly Burford Brothers, Inc. | 208,999 | $6.73M | $9.37M | $2.65M | 39.31% |
James Rankin Modern Wealth Management, LLC | 164,611 | $7.39M | $7.77M | $379,377.9 | 5.13% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 302,039 | $13.27M | $13.55M | $280,896.15 | 2.12% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 17,068 | $576,896.35 | $765,499.8 | $188,603.45 | 32.69% |
Amir Har-El Savvy Advisors, Inc. | 8,810 | $387,586.94 | $395,128.5 | $7,541.56 | 1.95% |
David W. Lewis Lewis Asset Management, LLC | 5,305 | $214,968.42 | $237,929.25 | $22,960.83 | 10.68% |
United Advisor Group LLC United Advisor Group, LLC | 35,526 | $1.42M | $1.59M | $169,630.39 | 11.91% |